What Are Sage Intacct’s Core Financials?

Sage Intacct’s core financial modules are designed to help you save time and money, so you can focus on transforming your business strategy and processes.

Sage Intacct Accounts Payable

  • Cut your accounts payable processing time by over 60%

Save time

With Sage Intacct’s accounts payable management software, you can automate accounts payable to improve efficiency and cut down on manual processes . This saves you ample time and eliminates inefficient workflows, you can point and click to configure approvals processes that work for your organisation.

Real time transactions

With Sage Intacct accounts payable software, you can track and view payments, approvals, and reports anytime, anywhere.  See your accounts payable liabilities, vendor-aging reports, and view bill and cheque register reports across your business, all in real time.

Stay in control

Sage Intacct’s accounts payable solutions let you create automated, configurable processes to enhance internal controls and ensure complete accountability. You define the workflows and approvals so you have complete visibility into the entire AP process. You can even set spending limits to maintain budget compliance with Spend Management.

Sage Intacct Accounts Receivable

  • Accelerate your cash cycle, automate your invoicing and collection process. With Sage Intacct’s Accounts Receivable you can:

Get paid faster

Sage Intacct is the accounts receivable management software that makes your team more efficient, so you get paid faster. It allows you to automate your processes, email your invoices, and offer more payment options. You can also generate recurring invoices for easy subscription management and attach customer documents to transactions for better record keeping,

Stay in Control 

Sage Intacct cloud-based accounts receivable software integrates with the rest of the business systems, including your CRM solution, to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. 

Have complete accounts receivable visibility 

Sage Intacct gives you real-time visibility with built-in and configurable dashboards, reports, graphs, and charts. Get a complete picture of customer, invoice analyses, recurring invoices, deferred revenue, and more. With Sage Intacct, you can analyse AR data from a range of perspectives for a complete view of your business.

Be in control 

Sage Intacct’s accounts receivable solutions let you create automated, configurable processes to enhance internal controls. You define the approvals to align with the way you operate, so you have complete visibility into the entire AR process and can do what works for you. 

Have seamless integration 

Sage Intacct cloud-based accounts receivable software integrates with the rest of the business system, including your CRM solution, to give you a single view of quotes, sales orders, and invoices. It automatically posts order transactions to your general ledger and AR ledger to streamline billing and accounting. In addition, it also offers up-to-date, accurate sales tax calculations.

Have smarter accounts receivable process 

Sage Intacct Collections reduces costs and improves cash flow by letting you efficiently manage customer communications with structured, automated processes. You can send customers configurable reminders, assign owners to collection cases to ensure accountability, and centrally record all activity.


General Ledger

  • Get the extensive visibility, scalability, and flexibility you need to thrive, without limitations.

Multidimensional Visibility 24/7

Use reports and dashboards across any combination of drivers and metrics. With dimension values, pre-built, user-defined, or required, you capture the unique business context of transactions, operational measures, and budgets to see the most relevant real-time views of business performance. 

Multiple entity and currency consolidations

Sage Intacct general ledger and financial management platform makes it easy to manage complex financials for multiple entities, both domestically and globally. Consolidate your financials with the push of a button, automate currency conversions, and get consolidated financial statements without waiting for the end of the month.

Robust multi-book functionality

Sage Intacct’s general ledger software lets you see the difference between financial accounting statements in U.S, GAAP and IFRS, and on a cash basis, side by side. User-defined books let you easily report on a tax basis or on any country specific or industry specific standard.

Fast and powerful multi-ledger performance

Close your books in stages for a more efficient end of period. Sage Intacct GL financial management lets you close subsidiary ledgers independently. Meanwhile, you continue to operate business as usual during the close period by closing one ledger, whilst other ledgers are still processing transactions.

Automation and productivity

  • See your business clearly – Increase visibility with highly flexible financial and business reporting and track performance by multiple financial accounting standards.
  • Support multiple currencies and entities – Grow your business without limits with easy multi-currency and multi-entity management
  • Stay agile – Through a no-coding interface, you can easily manage user configurations and tailor GL workflows to automate your unique processes and workflows – without the expensive customisations.
  • Accelerate closings – Increase efficiency at month-end by closing the sub-ledgers that are ready, whilst leaving others open as needed.
What Are Sage Intacct’s Core Financials?
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Cash Management with Sage Intacct

Track multiple accounts with real time visibility and easy financial reconciliations.
  • Improve cash flow 

    True cash management gives you a complete picture of your cash footprint and working capital. Sage Intacct cash management software shows a complete picture of your cash position, answering any questions you may have. 

  • Real-Time Visibility  

    Get a complete, real-time picture of your company’s funds and cash flows. Sage Intacct cash management shows you all payments and transactions across all chequing and savings accounts and credit cards and across  locations and entities. You see it all  in real time, so you’re always in control of your cash.

  • Automated bank reconciliations 

    For easier cash management, automatically import statements (bank feeds) from your financial institutions and reconcile your chequing, savings, and credit card accounts in just minutes. This makes it easier to spot exceptions, manage bank errors, monitor for fraud, and maintain accurate cash balances.

  • Day-to-day cash activities in real-time 

    Sage Intacct cash management solutions give you flexibility to meet your daily needs. You’re able to apply payments to accounts that are not tied to an invoice or record POS payments that aren’t applied to a single customer. You can use the bill-focused payment cycle and transfer funds across accounts to locations and entities right when you need them.

Order Management

Cut the time to complete your quote to cash cycle by over 25%.
  • Automate the order management cycle

    Saves time, improve accuracy and increase profitability by streamlining even for the most complex quote-to-cash processes, cloud-based Sage Intacct order management software is sophisticated enough to handle higher order volumes, order processing complexity, inventory challenges, and pricing structures.

  • Configure Order Management Workflows

    Sage Intacct software removes the manual work from multi-channel order management and conforms to your unique workflow and pricing requirements. Simply input orders when they come in.  Data automatically flows to order fulfilment, billing, revenue accounting, and all the other places you need it to. 

  • Integrated Salesforce order management

    Thanks to easy, pre-integrated Salesforce CRM connectors, you can manage the Salesforce quote-to-order cycle by enabling sales and finance to share pricing, order status and other information. You can also generate orders without duplicate data entry.

  • Reduce costs

    Reduce costs by automating more steps in the order management cycle across sales channels


Eliminate tedious data entry - cut invoice payment time by 50%

  • Streamline your procurement cycle

    Use Sage Intacct Purchasing to create structured, predefined transaction and purchase approval workflows that increase purchasing speed, accuracy, and efficiency. At the same time, Sage Intacct’s comprehensive suite of dashboards and reporting tools lets you monitor budget vs. actuals, analyse costs, and gain visibility into your entire procure-to-pay cycle. 

  • Faster, smarter purchasing

    Sage Intacct’s cloud-based purchase order management software automates your unique workflows and accelerates purchase requisitions, purchase orders, and approvals. The purchase order system connects with accounts payable, cash management, and  inventory, so you don’t enter the same information twice.

  • Complete visibility of purchase management

    Financial teams get easy access to critical information with customisable, role-based purchasing dashboards, so you can quickly track budget performance, compare purchase quotes, see price breaks, and more. With real-time information at a glance, Sage Intacct purchasing software lets your team focus on making the right purchase decisions.

  • More control

    Take complete control of your entire procure-to-pay process. With Sage Intacct purchase order software, you leverage best-practice templates that enforce and control your careful, thoughtful processes for purchase requisitions, quotes, orders, returns, and more. Set spending limits to maintain budget compliance with spend management.  Use tailored workflows and approval processes for purchase order management to ensure everyone adheres to your requirements.

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